SWX/SUN (SWX/SUN)

SIX Swiss Exchange: SWX/SUN · CHF

CHF 184

-1.21 (-0.7%)· Recorded snapshot

Market cap	6.2B
Revenue (ttm)	3.5B
Net income (ttm)	303.1M
EPS (ttm)	CHF 8.88
Shares out	33.9M
P/E (trailing)	20.8x
P/E (forward)	17.8x
Dividend	CHF 4.75 (2.58%)
Volume	10,778
Beta	0.83

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 3.5B
Net income (ttm): 303.1M
EPS (ttm): CHF 8.88
P/E (trailing): 20.8x
P/E (forward): 17.8x
Market cap: 6.2B

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-11-03 14:30 UTC

Forward P/E17.8

P25 n/aP50 n/aP75 n/a

Trailing P/E20.8

P25 n/aP50 n/aP75 n/a

ROE24.7

P25 n/aP50 n/aP75 n/a

ROIC20.3

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

S&P 500-2.1%

Nasdaq Composite-6.8%

Dow Jones Industrial Average+1.0%

Russell 2000-0.4%

All SWX/SUN indicators

Market & fundamental data

Available fields

261

Groups with data

Currency

CHF

Showing 261 of 261 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	CHF
Country	Switzerland
Country code	CH
Earnings date	2027-02-25
Employees	13,311
Employees change	-215
Employees growth	-1.59%
Enterprise value	CHF 6.6B
Exchange	SIX Swiss Exchange
Financial currency	CHF
Financial report date	2026-06-30
First seen	2026-05-10
Fiscal year end	December
Founded	1834
Industry	Specialty Industrial Machinery
Is primary listing	Yes
ISIN number	CH0038388911
Last earnings date	2026-07-28
Last refreshed	2026-11-03
Last stock split date	2008-04-14
Last stock split type	Forward
Market cap	CHF 6.2B
Next earnings date	2027-02-25
Price	CHF 184.30
Price currency	CHF
Sector	Industrials
SIC code	3550
Stock price date	2026-11-03
Symbol	swx/SUN
Website	https://www.sulzer.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Average P/E ratio (10Y)	28.37x
Average P/E ratio (3Y)	16.6x
Average P/E ratio (5Y)	18.02x
Earnings yield	4.82%
EV/Earnings	21.95x
EV/EBIT	15.07x
EV/EBITDA	12.02x
EV/FCF	36.21x
EV/Sales	1.91x
FCF / EV yield	2.76%
FCF yield	2.92%
Forward P/E	17.77x
Graham number	88.021
Graham upside	-52.06%
Industry forward P/E	24.96x
Industry P/E	34.11x
Lynch fair value	CHF 183.04
Lynch upside	-0.31%
P/B ratio	4.74x
P/E ratio	20.75x
P/FCF ratio	34.19x
P/OCF ratio	22.41x
P/S ratio	1.8x
Price / tangible book value	11.51x
Price/EBITDA ratio	12x
Sector forward P/E	23.12x
Sector P/E	30.41x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	12.75%
EBITDA margin	15.03%
Effective tax rate	22.9%
FCF margin	5.27%
Gross margin	35.05%
Operating margin	12.75%
Pretax margin	11.36%
Profit margin	8.7%
Profit per employee	CHF 22,771
Profitable quarters	8
Profitable years	11
Revenue per employee	CHF 261,746
ROA	6.02%
ROA (5Y)	4.14%
ROCE	18.52%
ROE	24.71%
ROE (5Y)	16.09%
ROIC	20.33%
ROIC (5Y)	15.57%
Tax / revenue	2.6%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	11.26%
EPS growth (Q)	8.29%
EPS growth (QoQ)	-16.11%
EPS growth 10Y	13.48%
EPS growth 3Y	19.53%
EPS growth 5Y	20.74%
EPS growth quarters	7
EPS growth years	3
FCF growth	-17.88%
FCF growth (Q)	-70.6%
FCF growth (QoQ)	-92.89%
FCF growth 3Y	-9.47%
FCF growth 5Y	-13.74%
Gross profit growth	1.77%
Gross profit growth (Q)	-0.36%
Gross profit growth 3Y	5.99%
Gross profit growth 5Y	7.32%
Net income growth	11.11%
Net income growth (Q)	8.08%
Net income growth (QoQ)	-16.64%
Net income growth 3Y	18.79%
Net income growth 5Y	20.61%
Net income growth quarters	7
Net income growth years	3
OCF growth	-8.28%
OCF growth (Q)	-28.48%
OCF growth (QoQ)	-74.47%
OCF growth 10Y	2.98%
OCF growth 3Y	-2.25%
OCF growth 5Y	-10.01%
Operating income growth	8.05%
Operating income growth (Q)	3.13%
Operating income growth 3Y	14.96%
Operating income growth 5Y	17.72%
Revenue growth	-2.55%
Revenue growth (Q)	-4.09%
Revenue growth (QoQ)	-7.67%
Revenue growth 10Y	1.63%
Revenue growth 3Y	2.19%
Revenue growth 5Y	3.62%
Revenue growth years	5

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	CHF -96.6M
Depreciation and amortization	CHF 79.3M
EBIT	CHF 444.2M
EBITDA	CHF 523.5M
EPS	CHF 8.88
FCF per share	CHF 5.43
Financing cash flow	CHF -259.7M
Free cash flow	CHF 183.7M
Gross profit	CHF 1.2B
Income taxes	CHF 90.6M
Investing cash flow	CHF -107.9M
Net borrowing	CHF -10.5M
Net cash flow	CHF -78.5M
Net income	CHF 303.1M
Operating income	CHF 444.2M
Revenue	CHF 3.5B

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	2.79
Book value per share	CHF 38.78
Debt / EBITDA	2.16
Debt / equity	0.91
Debt / FCF	6.54
Goodwill	CHF 642.7M
Interest coverage	17.28
Long-term assets	CHF 1.7B
Long-term liabilities	CHF 1.1B
Net cash (debt)	CHF -358.5M
Net cash / market cap	-5.71%
Net debt / EBITDA	0.68
Net debt / equity	0.27
Net debt / FCF	1.95
Piotroski F-Score	5
Property, plant and equipment	CHF 547.4M
Shareholders' equity	CHF 1.3B
Tangible book value	CHF 545.5M
Tangible book value per share	CHF 16.11
Total assets	CHF 4.7B
Total cash	CHF 843.3M
Total debt	CHF 1.2B
Total liabilities	CHF 3.4B
WACC	7.65%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.76
Current assets	CHF 3B
Current liabilities	CHF 2.3B
Current ratio	1.3
Inventory turnover	4.11
Net working capital	CHF 179.3M
Quick ratio	1.01
Working capital	CHF 691.4M
Working capital turnover	5.69

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	0.1%
Dividend growth	11.76%
Dividend growth (10Y)	-12.52%
Dividend growth (3Y)	10.72%
Dividend growth (5Y)	3.5%
Dividend growth years	2
Dividend payment date	2026-04-21
Dividend payment years	24
Dividend payout frequency	Annual
Dividend per share	CHF 4.75
Dividend yield	2.58%
Ex-dividend date	2026-04-17
FCF payout ratio	87.55%
Last dividend	CHF 4.75
Payout ratio	82.02%
Shareholder yield	2.69%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	96.19%
10Y return CAGR	15.93%
10Y total return	338.29%
150-day SMA	CHF 152.93
15Y price change	88.03%
15Y return CAGR	12.4%
15Y total return	477.81%
1D price change	-0.65%
1M price change	16.09%
1M total return	16.09%
1W price change	4.16%
1W total return	4.16%
1Y price change	38.15%
1Y return CAGR	42.19%
1Y total return	42.16%
20-day SMA	CHF 172.59
200-day SMA	CHF 156.82
20Y price change	71.51%
20Y return CAGR	9.34%
20Y total return	495.9%
3M price change	26.64%
3M total return	26.64%
3Y price change	139.38%
3Y return CAGR	37.98%
3Y total return	162.77%
50-day SMA	CHF 161.80
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 185.70
52-week high date	2026-11-03
52-week low	CHF 127.80
52-week low date	2025-11-07
5Y price change	105.2%
5Y return CAGR	19.85%
5Y total return	147.24%
6M price change	24.93%
6M total return	24.93%
All-time high	CHF 192.40
All-time high date	2007-11-07
All-time low	CHF 13.25
All-time low date	2003-03-10
Average true range (ATR)	CHF 4.28
Average volume	43.5K
Beta (1Y)	1.04
Beta (2Y)	1.08
Beta (5Y)	0.83
Change from 52-week high	-0.75%
Change from 52-week low	44.21%
Change from all-time high	-3.64%
Change from all-time low	1,299.25%
Change from open	-0.22%
Day's gap	-0.43%
Dollar volume	CHF 2M
High price	CHF 185.70
Low price	CHF 181.20
Monthly RSI	65.65
Open price	CHF 184.70
Position in 52-week range	68.89%
Previous close	CHF 185.50
Price vs 150-day SMA	21.23%
Price vs 20-day SMA	7.42%
Price vs 200-day SMA	18.23%
Price vs 50-day SMA	14.58%
Relative volume	0.25
RSI	70.61
Sharpe ratio	1.17
Sharpe ratio (3Y)	1.12
Sharpe ratio (5Y)	0.63
Sortino ratio	2.12
Sortino ratio (3Y)	1.94
Sortino ratio (5Y)	1.11
Volume	10.8K
Weekly RSI	68.89
YTD price change	25.78%
YTD total return	29.43%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Shares change (QoQ)	-0.63%
Shares change (YoY)	-0.1%
Shares held by institutions	17.37%
Shares outstanding	33.9M

Deeper analysis on SWX/SUN

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Scorecard

Six-factor overlay and 9-category weighted scorecard.

→

Recommendation

Final action, action steps, opportunity, and biggest risk.

→

Perspectives

Growth, value, and income investor reads.

→

Frequently asked questions

About this SWX/SUN report

Is a complete SWX/SUN research report available?

No complete published report is available for swx/SUN (SWX/SUN) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

Market cap

6.2B

Revenue (ttm)

3.5B

Net income (ttm)

303.1M

EPS (ttm)

CHF 8.88

Shares out

33.9M

P/E (trailing)

20.8x

P/E (forward)

17.8x

Dividend

CHF 4.75 (2.58%)

Volume

10,778

Beta

0.83

Metric

Value

Amount currency

CHF

Country

Switzerland

Country code

Earnings date

2027-02-25

Employees

13,311

Employees change

-215

Employees growth

-1.59%

Enterprise value

CHF 6.6B

Exchange

SIX Swiss Exchange

Financial currency

CHF

Financial report date

2026-06-30

First seen

2026-05-10

Fiscal year end

December

Founded

1834

Industry

Specialty Industrial Machinery

Is primary listing

Yes

ISIN number

CH0038388911

Last earnings date

2026-07-28

Last refreshed

2026-11-03

Last stock split date

2008-04-14

Last stock split type

Forward

Market cap

CHF 6.2B

Next earnings date

2027-02-25

Price

CHF 184.30

Price currency

CHF

Sector

Industrials

SIC code

3550

Stock price date

2026-11-03

Symbol

swx/SUN

Website

https://www.sulzer.com

Metric

Value

Average P/E ratio (10Y)

28.37x

Average P/E ratio (3Y)

16.6x

Average P/E ratio (5Y)

18.02x

Earnings yield

4.82%

EV/Earnings

21.95x

EV/EBIT

15.07x

EV/EBITDA

12.02x

EV/FCF

36.21x

EV/Sales

1.91x

FCF / EV yield

2.76%

FCF yield

2.92%

Forward P/E

17.77x

Graham number

88.021

Graham upside

-52.06%

Industry forward P/E

24.96x

Industry P/E

34.11x

Lynch fair value

CHF 183.04

Lynch upside

-0.31%

P/B ratio

4.74x

P/E ratio

20.75x

P/FCF ratio

34.19x

P/OCF ratio

22.41x

P/S ratio

1.8x

Price / tangible book value

11.51x

Price/EBITDA ratio

12x

Sector forward P/E

23.12x

Sector P/E

30.41x

Metric

Value

EBIT margin

12.75%

EBITDA margin

15.03%

Effective tax rate

22.9%

FCF margin

5.27%

Gross margin

35.05%

Operating margin

12.75%

Pretax margin

11.36%

Profit margin

8.7%

Profit per employee

CHF 22,771

Profitable quarters

Profitable years

Revenue per employee

CHF 261,746

ROA

6.02%

ROA (5Y)

4.14%

ROCE

18.52%

ROE

24.71%

ROE (5Y)

16.09%

ROIC

20.33%

ROIC (5Y)

15.57%

Tax / revenue

2.6%

Metric

Value

EPS growth

11.26%

EPS growth (Q)

8.29%

EPS growth (QoQ)

-16.11%

EPS growth 10Y

13.48%

EPS growth 3Y

19.53%

EPS growth 5Y

20.74%

EPS growth quarters

EPS growth years

FCF growth

-17.88%

FCF growth (Q)

-70.6%

FCF growth (QoQ)

-92.89%

FCF growth 3Y

-9.47%

FCF growth 5Y

-13.74%

Gross profit growth

1.77%

Gross profit growth (Q)

-0.36%

Gross profit growth 3Y

5.99%

Gross profit growth 5Y

7.32%

Net income growth

11.11%

Net income growth (Q)

8.08%

Net income growth (QoQ)

-16.64%

Net income growth 3Y

18.79%

Net income growth 5Y

20.61%

Net income growth quarters

Net income growth years

OCF growth

-8.28%

OCF growth (Q)

-28.48%

OCF growth (QoQ)

-74.47%

OCF growth 10Y

2.98%

OCF growth 3Y

-2.25%

OCF growth 5Y

-10.01%

Operating income growth

8.05%

Operating income growth (Q)

3.13%

Operating income growth 3Y

14.96%

Operating income growth 5Y

17.72%

Revenue growth

-2.55%

Revenue growth (Q)

-4.09%

Revenue growth (QoQ)

-7.67%

Revenue growth 10Y

1.63%

Revenue growth 3Y

2.19%

Revenue growth 5Y

3.62%

Revenue growth years

Metric

Value

Capital expenditures

CHF -96.6M

Depreciation and amortization

CHF 79.3M

EBIT

CHF 444.2M

EBITDA

CHF 523.5M

EPS

CHF 8.88

FCF per share

CHF 5.43

Financing cash flow

CHF -259.7M

Free cash flow

CHF 183.7M

Gross profit

CHF 1.2B

Income taxes

CHF 90.6M

Investing cash flow

CHF -107.9M

Net borrowing

CHF -10.5M

Net cash flow

CHF -78.5M

Net income

CHF 303.1M

Operating income

CHF 444.2M

Revenue

CHF 3.5B

Metric

Value

Altman Z-Score

2.79

Book value per share

CHF 38.78

Debt / EBITDA

2.16

Debt / equity

0.91

Debt / FCF

6.54

Goodwill

CHF 642.7M

Interest coverage

17.28

Long-term assets

CHF 1.7B

Long-term liabilities

CHF 1.1B

Net cash (debt)

CHF -358.5M

Net cash / market cap

-5.71%

Net debt / EBITDA

0.68

Net debt / equity

0.27

Net debt / FCF

1.95

Piotroski F-Score

Property, plant and equipment

CHF 547.4M

Shareholders' equity

CHF 1.3B

Tangible book value

CHF 545.5M

Tangible book value per share

CHF 16.11

Total assets

CHF 4.7B

Total cash

CHF 843.3M

Total debt

CHF 1.2B

Total liabilities

CHF 3.4B

WACC

7.65%

Metric

Value

Asset turnover

0.76

Current assets

CHF 3B

Current liabilities

CHF 2.3B

Current ratio

1.3

Inventory turnover

4.11

Net working capital

CHF 179.3M

Quick ratio

1.01

Working capital

CHF 691.4M

Working capital turnover

5.69

Metric

Value

Buyback yield / dilution

0.1%

Dividend growth

11.76%

Dividend growth (10Y)

-12.52%

Dividend growth (3Y)

10.72%

Dividend growth (5Y)

3.5%

Dividend growth years

Dividend payment date

2026-04-21

Dividend payment years

Dividend payout frequency

Annual

Dividend per share

CHF 4.75

Dividend yield

2.58%

Ex-dividend date

2026-04-17

FCF payout ratio

87.55%

Last dividend

CHF 4.75

Payout ratio

82.02%

Shareholder yield

2.69%

Metric

Value

10Y price change

96.19%

10Y return CAGR

15.93%

10Y total return

338.29%

150-day SMA

CHF 152.93

15Y price change

88.03%

15Y return CAGR

12.4%

15Y total return

477.81%

1D price change

-0.65%

1M price change

16.09%

1M total return

16.09%

1W price change

4.16%

1W total return

4.16%

1Y price change

38.15%

1Y return CAGR

42.19%

1Y total return

42.16%

20-day SMA

CHF 172.59

200-day SMA

CHF 156.82

20Y price change

71.51%

20Y return CAGR

9.34%

20Y total return

495.9%

3M price change

26.64%

3M total return

26.64%

3Y price change

139.38%

3Y return CAGR

37.98%

3Y total return

162.77%

50-day SMA

CHF 161.80

50-day SMA vs 200-day SMA

50over200

52-week high

CHF 185.70

52-week high date

2026-11-03

52-week low

CHF 127.80

52-week low date

2025-11-07

5Y price change

105.2%

5Y return CAGR

19.85%

5Y total return

147.24%

6M price change

24.93%

6M total return

24.93%

All-time high

CHF 192.40

All-time high date

2007-11-07

All-time low

CHF 13.25

All-time low date

2003-03-10

Average true range (ATR)

CHF 4.28

Average volume

43.5K

Beta (1Y)

1.04

Beta (2Y)

1.08

Beta (5Y)

0.83

Change from 52-week high

-0.75%

Change from 52-week low

44.21%

Change from all-time high

-3.64%

Change from all-time low

1,299.25%

Change from open

-0.22%

Day's gap

-0.43%

Dollar volume

CHF 2M

High price

CHF 185.70

Low price

CHF 181.20

Monthly RSI

65.65

Open price

CHF 184.70

Position in 52-week range

68.89%

Previous close

CHF 185.50

Price vs 150-day SMA

21.23%

Price vs 20-day SMA

7.42%

Price vs 200-day SMA

18.23%

Price vs 50-day SMA

14.58%

Relative volume

0.25

RSI

70.61

Sharpe ratio

1.17

Sharpe ratio (3Y)

1.12

Sharpe ratio (5Y)

0.63

Sortino ratio

2.12

Sortino ratio (3Y)

1.94

Sortino ratio (5Y)

1.11

Volume

10.8K

Weekly RSI

68.89

YTD price change

25.78%

YTD total return

29.43%

Metric

Value

Shares change (QoQ)

-0.63%

Shares change (YoY)

-0.1%

Shares held by institutions

17.37%

Shares outstanding

33.9M

SWX/SUN (SWX/SUN)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/SUN

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/SUN indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on SWX/SUN

Frequently asked questions

SWX/SUN (SWX/SUN)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/SUN

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/SUN indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on SWX/SUN

Frequently asked questions